FPA's New President-Elect: 'We Must Better Reflect the People We Serve'

Creating a more diverse face of the advisory profession, raising the Financial Planning Association’s profile among lawmakers and building a culture at the organization to attract the next generation of planners are some of the goals advisory veteran Pamela Sandy has planned as the FPA’s new president-elect.

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Adding diversity of ethnisity is important and having a more inclusive organization is also important.

In past communication with the FPA I have taken offense to the exclusion of many planning certifications and the allowance of only one. In fact in a past correspondence I suggested that the organization change its name to the CFPA in that only those carrying the CFP certification can be included in state wide lisings of planners. I have been a member of the FPA for over eight years, carry the ChFC certification, have been in business for over eight years, do not sell insurance or any other product, adhere strictly to the fiduciary standard of practice but cannot get listed as an acceptable planner in the state of Nevada. Shame on you for being so exclusive!